-84.1%
RIVN vs TRV
+156.3%
-240.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.2% |
| 7D | +0.9% | -1.5% | +2.4% | +1.0% |
| 30D | -1.9% | -1.8% | -0.1% | -1.7% |
| 3M | +8.7% | +21.6% | -12.8% | +6.2% |
| 6M | -3.0% | +22.5% | -25.4% | -5.4% |
| YTD | -18.6% | +28.1% | -46.7% | -21.3% |
| 1Y | +15.4% | +37.0% | -21.6% | +10.1% |
| 3Y | -30.5% | +141.9% | -172.4% | -42.2% |
| All | -84.1% | +156.3% | -240.4% | -87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TRV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling